DATE:
AUTHOR:
The Buildertrend Product Roadmap team
TABLE OF CONTENTS:
    ✨ Improved ⚡ Small software renovations Owner Portal / Client Communication Project Management Financial Job Proposals

    Dec 16-20 Buildertrend updates

    DATE:
    AUTHOR: The Buildertrend Product Roadmap team
    TABLE OF CONTENTS:

      Final releases and updates for 2024
      Buildertrend will resume releases and updates the week of January 6, 2025

      Recently Launched

      Adjust projected costs in the Job Costing Budget
      Ensure your forecasted cost and profit is updated with the most current information you have available, even before documentation exists in the system.

      Provide scope options on proposals
      We now have a better way for you to present and receive homeowner approvals for optional scopes of work on job proposals. You can clearly communicate and differentiate the core scope of work on a project and optional scopes without using proposal notes, selections, change orders or multiple proposals.

      Small software renovations for December

      • Easily preview your files: Use the new file viewer within Document Info to preview and interact with files without downloading or switching tabs.

      • Approve & Pay button for change orders: We added an Approve & Pay button to client facing change orders, allowing them to go directly to the invoice instead of approving the change order and then being prompted to make a payment.

      • Notify clients on deposits with SMS text deposit requests: Builders using Buildertrend Payments can now notify clients for deposit requests via SMS text.

      Visit the roadmap cards to learn more and provide feedback

      We welcome feedback on releases, at any stage. If you have questions about recent updates, visit our Help Center or contact our Customer Success team at 888-415-7149.

      If you’d like to provide feedback please use the What do you think of this roadmap item? button inside the release cards.

      TABLE OF CONTENTS:
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